Job Description
Private Client Adviser Opportunities - Bath or Cardiff
An Exciting Role for Service-Oriented Financial Planners
If you're a Financial Planner who thrives on building and maintaining relationships with clients - without the constant pressure of driving new business development - this role could be your perfect fit. Do you enjoy engaging with clients over the phone and through video calls? If so, this opportunity, with a supportive team and a strong client base, is tailor-made for you!
About the Role
Due to sustained growth, we’re helping a well-established partner find talented individuals for the following role:
?? Private Client Adviser - Bath or Cardiff - Office Based
Why This Opportunity Stands Out
* Competitive Compensation: £65K base salary plus bonus.
* Immediate Client Base: Start with a strong client bank handed to you on day one, focusing on clients with assets under £250k AUM.
* Structured and Consistent Environment: Office/desk-based role ideal for those who prefer a dependable work structure.
* Service-Oriented Approach: Focus on client care rather than sales. You’ll manage more clients than in traditional models, backed by robust systems and team support.
* Values-Driven Team: Join a dedicated, professional, and supportive team committed to delivering exceptional client outcomes.
Who Will Thrive in This Role?
This opportunity is perfect for Advisers who:
* Excel in structured, professional, and service-oriented environments.
* With at least 4 years experience as Financial Adviser with CAS
* Enjoy taking care of clients’ financial needs with care, diligence, and expertise.
If this sounds like the role for you, this could be your chance to join a team that genuinely cares about its clients and values the work-life balance of its staff. Don’t miss this opportunity to grow your career in a supportive and rewarding environment!